Wealth Management
Mutual Funds
- Category wise risk-return analysis
- Performance consistency of specific funds
- Regular updates industry and category
Equity research
- Company-specific fundamental and technical analysis
- Research on specific companies
- Valuation using DCF model and other relative valuations
Portfolio Research services
- Support service on a selection of companies and optimum weight allocation to suit risk appetite
- Stock market updates, portfolio scanner, and Sector performance analysis
- Continues monitoring and reporting of portfolio performance, changes in attributes, Impact of Macroeconomic data, etc
Credit risk assessment for corporates
- Ratio Analysis of companies from information in the public domain
- Financial position analysis relative to other companies in a similar industry
- Credit profiling and scoring based on specific parameters
Investment Advisory
- Stock Analysis
- Entry and Exit Recommendation
- Market Performance Analysis
- Share Valuation
- Technical Analysis
Core Business Advisory
- Credit Risk Assessment
- Data Analytics
- Dashboard Creation and Management
- Cost Variance Analysis